2023-12-12T12:47:34-05:00 2023-06-30 522127371 HAINES ISENBARGER & SKIBA LLC 4630 W JEFFERSON BLVD 8 FORT WAYNE IN 46804 990 2022-07-01 350922731 JUNIOR ACHIEVEMENT OF NORTHERN IN INC JUNI 2604842543 550 EAST WALLEN ROAD FORT WAYNE IN 46825 LENA YARIAN PRESIDENT 2604842543 2023-11-15 true LENA YARIAN 999009999 true CASSIE J DUNN P02181011 2604369500 2023-12-08 2022 2023-04-26 12:10:37Z LENA YARIAN 550 E WALLEN ROAD FORT WAYNE IN 46825 8097953 false X WWW.JANI.ORG X 1953 IN THE MISSION STATEMENT OF JANI IS: TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 56 56 91 7208 0 6322636 7119234 564222 497559 10783 60217 -228990 -137490 6668651 7539520 82398 298635 0 2527796 2935096 0 740074 2433970 2407272 5044164 5641003 1624487 1898517 7556619 10905837 576544 1987903 6980075 8917934 X THE MISSION STATEMENT OF JANI IS: TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. false false 3011067 298635 23943 JA IN-SCHOOL PROGRAMS: THE IN-SCHOOL PROGRAMS INCLUDE 17 SEQUENTIAL THEMES FOR PRE-K THROUGH 12TH GRADE. STUDENTS LEARN CONCEPTS OF FINANCIAL LITERACY, WORKFORCE READINESS AND ENTREPRENEURSHIP. THE SEQUENTIAL ACTIVITIES BUILD ON STUDIES FROM EACH PRECEDING GRADE AND PREPARE STUDENTS FOR THEIR FUTURES AND LIFELONG LEARNING. THE PROGRAMS WERE PRESENTED BY 2,462 TRAINED VOLUNTEERS THIS YEAR. IN 2022-23 JANI BEGAN A NEW HIGH SCHOOL PROGRAM CALLED 3DE IN TWO OF THE LOCAL HIGH SCHOOLS. IN 3DE, THE LEARNING EXPERIENCE IS RE-ENGINEERED TO BE AUTHENTICALLY CONNECTED TO THE WORLD THAT EXISTS BEYOND THE CLASSROOM WALLS. (CONTINUED ON SCH O) 737769 240456 JA BIZTOWN: THROUGH DAILY LESSONS, HANDS-ON ACTIVITIES, AND ACTIVE PARTICIPATION IN A SIMULATED COMMUNITY DESIGNED TO SUPPORT DIFFERENTIATED LEARNING STYLES, STUDENTS DEVELOP A STRONG UNDERSTANDING OF THE RELATIONSHIP BETWEEN WHAT THEY LEARN IN SCHOOL AND THEIR SUCCESSFUL PARTICIPATION IN A WORLDWIDE ECONOMY. THE JA BIZTOWN PROGRAM COMBINES IN- CLASS LEARNING WITH A DAY-LONG VISIT TO THIS FULLY-INTERACTIVE SIMULATED TOWN FACILITY. THE PROGRAM HELPS STUDENTS CONNECT THE DOTS BETWEEN WHAT THEY LEARN IN SCHOOL AND THE REAL WORLD. 404812 233160 JA FINANCE PARK: JA FINANCE PARK IS AN EDUCATION PROGRAM THAT INTRODUCES PERSONAL FINANCIAL PLANNING AND CAREER EXPLORATION. IT IS DESIGNED TO BE TAUGHT TO MIDDLE AND HIGH SCHOOL STUDENTS BY CLASSROOM TEACHERS. AT THE CULMINATION OF THIS PROGRAM, STUDENTS VISIT THE JA FINANCE PARK FACILITY TO PUT INTO PRACTICE WHAT THEY HAVE LEARNED ABOUT PRINCIPLES OF BUDGETING. ASSISTED BY THEIR TEACHERS AND A STAFF OF TRAINED VOLUNTEERS, THEY HAVE THE OPPORTUNITY TO DEVELOP A PERSONAL BUDGET. THE PROGRAM COMBINES IN-CLASS LEARNING WITH A DAY-LONG VISIT TO THE JA FINANCE PARK FACILITY. 4153648 true true false false false false false false false false true false false true true true false true false false false false false false true true false true false true false false false false false false false false true false false false false true true true false false true 39 0 true 91 true false false false false false true true false false false false false false X 56 56 false false false false false false false true true false true true true true true true true true true true false IN X X ANDREA VAN WYNGARDEN 2604842543 550 E WALLEN ROAD FORT WAYNE IN 46825 LENA YARIAN PRESIDENT 30.00 10.00 X 63560 161725 7736 ANDY BROOKS BOARD CHAIRM 1.00 1.00 X X 0 0 0 ANDY VEENSTRA VICE CHAIRMA 1.00 X X 0 0 0 KATHY ROGERS BOARD SECRET 1.00 X X 0 0 0 BRAD SMUTS FINANCE COMM 1.00 X X 0 0 0 DR MARK DANIEL EXECUTIVE ME 1.00 X 0 0 0 STEVE FINK EXECUTIVE ME 1.00 1.00 X 0 0 0 DAVID JEANS EXECUTIVE ME 1.00 X 0 0 0 AMY LEHRMAN EXECUTIVE ME 1.00 X 0 0 0 GREG O'DANIEL EXECUTIVE ME 1.00 X 0 0 0 ERIC OTTINGER EXECUTIVE ME 1.00 X 0 0 0 TROY PANNING EXECUTIVE ME 1.00 X 0 0 0 RON TURPIN EXECUTIVE ME 1.00 X 0 0 0 MIKE WALLACE EXECUTIVE ME 1.00 X 0 0 0 STAN ADAMS DIRECTOR 1.00 X 0 0 0 J ARNOLD DIRECTOR 1.00 X 0 0 0 JEFF BELL DIRECTOR 1.00 X 0 0 0 JEFF BENZING DIRECTOR 1.00 X 0 0 0 DANA BERKES DIRECTOR 1.00 X 0 0 0 PATRICK BEUCHEL DIRECTOR 1.00 X 0 0 0 MORGAN BOUDLER DIRECTOR 1.00 X 0 0 0 ROB BOYD DIRECTOR 1.00 X 0 0 0 MICHAEL BUSSE DIRECTOR 1.00 X 0 0 0 JEFF CAESAR DIRECTOR 1.00 X 0 0 0 DAN COPELAND DIRECTOR 1.00 X 0 0 0 JUSTIN CRAW DIRECTOR 1.00 X 0 0 0 MOHAMAD DAHOUK DIRECTOR 1.00 X 0 0 0 KATIE DAVIS DIRECTOR 1.00 X 0 0 0 MICHAEL EARLS DIRECTOR 1.00 X 0 0 0 CHRIS FEDELE DIRECTOR 1.00 X 0 0 0 JOHN FERGUSON DIRECTOR 1.00 X 0 0 0 STEFANIE GERARDOT DIRECTOR 1.00 X 0 0 0 JOHN HENRY III DIRECTOR 1.00 X 0 0 0 ERIK HERSTAD DIRECTOR 1.00 X 0 0 0 MARILYN HISSONG DIRECTOR 1.00 X 0 0 0 ELAINE JONES DIRECTOR 1.00 X 0 0 0 MIKE KAMPHUES DIRECTOR 1.00 X 0 0 0 BILL KHORSHID DIRECTOR 1.00 X 0 0 0 SR M ELISE KRISS DIRECTOR 1.00 X 0 0 0 JULIANNE LASSUS DIRECTOR 1.00 X 0 0 0 LARRY MAYERS DIRECTOR 1.00 X 0 0 0 MICHAEL MISHLER DIRECTOR 1.00 X 0 0 0 CHRIS NIEZER DIRECTOR 1.00 X 0 0 0 DEAN OAKES DIRECTOR 1.00 X 0 0 0 DAN PALMER DIRECTOR 1.00 X 0 0 0 PAT PASTERICK DIRECTOR 1.00 X 0 0 0 REX PETERS DIRECTOR 1.00 X 0 0 0 GREG ROEBEL DIRECTOR 1.00 X 0 0 0 DANIEL SCHMITZ DIRECTOR 1.00 X 0 0 0 HEATHER SCHOEGLER DIRECTOR 1.00 X 0 0 0 DR DANIEL STOKER DIRECTOR 1.00 X 0 0 0 DR BILL TOLER DIRECTOR 1.00 X 0 0 0 TONY TRANQUILL DIRECTOR 1.00 X 0 0 0 BRAD VAN DER WEELE DIRECTOR 1.00 X 0 0 0 DARREN VOGT DIRECTOR 1.00 X 0 0 0 JAY WILHELM DIRECTOR 1.00 X 0 0 0 RICK WILLIAMS DIRECTOR 1.00 X 0 0 0 63560 161725 7736 false true false 938993 392270 150000 5637971 221962 7119234 JA BIZTOWN 611710 240456 240456 JA FINANCE PARK 611710 233160 233160 PROGRAM FEES 611710 23943 23943 497559 66620 66620 32114 37644 873 -5530 -873 -6403 -873 -5530 159990 938993 433907 -273917 -273917 86710 86009 701 701 MISCELLANEOUS INCOME 900099 135726 135726 135726 7539520 632412 -212126 298635 298635 7736 7736 2505199 1489025 488044 528130 54600 33287 9507 11806 174691 107604 28922 38165 192870 114555 37779 40536 895 895 26000 26000 966 966 40755 5249 2276 33230 64908 64828 80 93768 84100 4834 4834 38878 34990 1944 1944 253934 228540 12697 12697 71320 60622 10698 2000 2000 394723 315778 78945 296925 267234 14844 14847 48617 43755 2431 2431 DIRECT PROG MATERIAL/EXP 937587 937587 STAFF TRAINING 66078 52862 13216 BOARD ACTIVITIES 54921 27461 27460 DUES AND SUBSCRIPTIONS 14997 14997 5641003 4153648 747281 740074 3207982 5936131 93889 93889 1120402 878673 575054 198819 87971 128562 2721444 1070913 1819076 1650531 304206 430444 348039 1588788 7556619 10905837 383801 589533 148826 153130 43917 1245240 576544 1987903 X 5698777 7852301 1281298 1065633 6980075 8917934 7556619 10905837 X 1898517 21362 17980 X false true X true false X 2905923 2931495 5705680 6322636 7119234 24984968 2905923 2931495 5705680 6322636 7119234 24984968 885116 24099852 8209 11226 4965 5429 66620 96449 25081417 2467830 0.96090 0.89140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1253311 76958 1176353 1431768 985470 446298 36365 8485 27880 1650531 RIGHT OF USE ASSET 1221908 BENEFICIAL INTEREST IN PERPETUAL TR. 336178 HELD AT COMMUNITY FOUNDATIONS 30702 1588788 LEASE LIABILITY 1245240 1245240 X SCHEDULE D, PAGE 3, PART X JUNIOR ACHIEVEMENT OF NORTHERN INDIANA, INC. AND JUNIOR ACHIEVEMENT OF NORTHERN INDIANA FOUNDATION, INC. ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE, AND QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION. THEY HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. THEY ARE ALSO EXEMPT FROM STATE INCOME TAXES. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2023, THERE ARE NO UNCERTAIN POSITIONS IT HAS TAKEN OR EXPECTS TO TAKE THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATIONS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE ORGANIZATIONS ARE NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE JUNE 30, 2020. GOLF TOURNAMENT 270199 177940 92259 3802 21674 78482 WINE & BEER FES 238843 238843 53600 6985 11839 1580 36693 60 589941 522210 67731 29399 5563 80153 104137 1098983 938993 159990 86801 12548 113666 1580 219312 433907 -273917 12249 49640 5300 4592 true 0.87000 false 74461 11791 13564 1122 true 0.78000 86710 11791 63204 5300 5714 86009 701 IN true false true false 0.22000 0.78000 CAROL HARPER 550 E WALLEN ROAD FORT WAYNE IN 46825 false false false JA FOUNDATION 550 E WALLEN RD FORT WAYNE IN 46825 351458558 501C3 287929 BUILDING IMPROVEMENT COMMUNITY FDN OF GREATER LAFAYETTE 300 MAIN ST LAFAYETTE IN 47901 237147996 501C3 10000 ENDOWMENT 2 X X false false false false false false false false false LENA YARIAN PRESIDENT 63560 146725 15000 1400 6336 71296 161725 X EVENTS SUPPORT 400 115195 FAIR MARKET VALUE X BIZTOWN SUPPORT 10 106767 FAIR MARKET VALUE false true false SCHEDULE M, PAGE 2, PART II THE AMOUNT REPORTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III (CONTINUED FROM LINE 4A) THE PROGRAM EMPOWERS, INSPIRES AND BETTER PREPARES STUDENTS FOR LIFE AFTER GRADUATION BY GIVING EDUCATION REAL-WORLD CONTEXT THROUGH CASE STUDIES WITH LOCAL AND NATIONAL COMPANIES WHICH REQUIRE TEAMWORK THROUGH SMALL GROUP STUDENT COLLABORATION. THIS 3DE MODEL HELPS STUDENTS DEVELOP SKILLS BY ENCOURAGING CREATIVITY, CULTURAL AGILITY, CRITICAL THINKING, COLLABORATION, PROBLEM-SOLVING AND SELF-DIRECTION. THE PROGRAM WILL EXPAND INTO FIVE LOCAL HIGH SCHOOLS BEGINNING IN 2024-25. JA JOBSPARK IS A CAREER AND WORKFORCE READY PROGRAM THAT CONNECTS AREA STUDENTS TO BUSINESSES AND ORGANIZATIONS TO SPARK THEIR INTEREST IN CAREERS. IT PROVIDES THE OPPORTUNITY FOR STUDENTS TO LEARN ABOUT THE SKILLS, EDUCATION, AND TRAINING NEEDED TO ACHIEVE THEIR CAREER GOALS. JA HOSTS AN IN-PERSON INTERACTIVE CAREER EXPO FOR 8TH GRADE STUDENTS, AND A VIRTUAL CAREER EXPO FOR 8TH 12TH GRADE STUDENTS. BOTH EVENTS BRING SCHOOLS AND INDUSTRY PROFESSIONALS TOGETHER THROUGH A FUN, ENGAGING, AND INTERACTIVE EXPERIENCE. FORM 990, PAGE 6, PART VI, LINE 11B THIS FORM IS REVIEWED BY MEMBERS OF THE FINANCE COMMITTEE AND BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C JUNIOR ACHIEVEMENT ASKS EACH EMPLOYEE TO AFFIRM UNDERSTANDING OF AN ADHERENCE TO A CONFLICT OF INTEREST STATEMENT EITHER IN THE FORM PRESCRIBED BY JA USA OR AS LOCALLY DEVELOPED AND APPROVED BY JA USA. THE POLICY REQUIRES THAT THE DECLARATION BE SIGNED ANNUALLY. CONFLICT OF INTEREST STATEMENT AND DECLARATION PROCEDURE: JA USA REQUIRES THAT ALL EMPLOYEES AND AREA BOARD MEMBERS COMPLETE AND ANNUALLY UPDATE A CONFLICT OF INTEREST STATEMENT AND DECLARATION AS A METHOD OF DISCLOSING AN ETHICALLY RESOLVING POTENTIAL CONFLICTS OF INTEREST (POLICY 6.9 OF JA USA POLICIES MANUAL). POSSIBLE CONFLICT OF INTEREST SITUATIONS MAY EXIST WHEN AN EMPLOYEE OR AREA BOARD MEMBER HAS AN OUTSIDE PERSONAL ECONOMIC INTEREST THAT HAS THE POTENTIAL OF BEING AT VARIANCE WITH THE BEST INTERESTS OF JUNIOR ACHIEVEMENT. EVEN THOUGH SUCH INTERESTS MAY RESULT IN NO FINANCIAL DETRIMENT TO THE ORGANIZATION, THEY MAY NEVERTHELESS INFLUENCE OR IMPAIR THE EXERCISE OF INDEPENDENT JUDGMENT BY THE INDIVIDUAL INVOLVED. WITHOUT ATTEMPTING TO COVER ALL POSSIBLE RELATIONSHIPS, CONFLICTS OF INTEREST MAY ARISE UNDER THESE TYPES OF SITUATIONS WITH THE ORGANIZATION'S VENDORS, COMPETITORS, DONORS, AND CUSTOMERS: 1. ACTING IN THE CAPACITY OF A DIRECTOR, OFFICER, SOLE PROPRIETOR, PARTNER, EMPLOYEE, OR A PAID CONSULTANT OR ADVISOR TO ANY VENDOR, COMPETITOR, DONOR, OR CUSTOMER. 2. HAVING A SUBSTANTIAL FINANCIAL INTEREST IN ANY FIRM THAT DOES BUSINESS WITH JUNIOR ACHIEVEMENT. 3. ENGAGING IN A CONDUCT THAT IS COMPETITIVE OR DAMAGING TO JUNIOR ACHIEVEMENT. 4. ACCEPTING LOANS, ADVANCES, OR EXCESSIVE GIFTS OR ENTERTAINMENT FROM ANY ORGANIZATION THAT DOES BUSINESS WITH JUNIOR ACHEIVEMENT. SHOULD ANY TRANSACTION OR ACT OF AN EMPLOYEE OR AREA BOARD MEMBER CONSTITUTE A POSSIBLE CONFLICT OF INTEREST, THE INDIVIDUAL IS REQUIRED TO DISCLOSE ALL OF THE RELEVANT FACTS FOR CONSIDERATION TO DETERMINE WHETHER A CONFLICT OF INTEREST ACTUALLY EXISTS AND, IF SO, THE MANNER IN WHICH IT SHOULD BE RESOLVED. ALL EMPLOYEES AND AREA BOARD MEMBERS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT AND DECLARATION UPON ASSUMING THEIR JA RESPONSIBILITIES AND ANNUALLY THEREAFTER, WHICH SHALL BE RETAINED IN THE LOCAL PERSONNEL FILES. COMPLIANCE QUESTIONS PERTAINING TO AREA PRESIDENTS SHOULD BE REFERRED TO AREA BOARD CHAIRS. COMPLIANCE QUESTIONS REGARDING AREA BOARD CHAIRS AND COMPLIANCE QUESTIONS THAT CANNOT BE RESOLVED AT THE AREA LEVEL SHOULD BE REFERRED TO THE JA USA SENIOR VICE PRESIDENT, HUMAN RESOURCES, OR HIS OR HER DESIGNEE(S) FOR REVIEW. FORM 990, PAGE 6, PART VI, LINE 15A THERE IS A COMPENSATION COMMITTEE THAT MEETS TO SET THESE SALARIES. THE COMMITTEE USES THE CAREER AND COMPENSATION FRAMEWORK DESIGNED BY WILLIS TOWERS WATSON. THIS IS A MARKET-BASED APPROACH THAT IS ANCHORED IN MARKET COMPETITIVENESS AND CLOSELY CORRELATED WITH OUR ORGANIZATION'S SIZE AND GEOGRAPHIC LOCATION. FORM 990, PAGE 6, PART VI, LINE 15B THERE IS A COMPENSATION COMMITTEE THAT MEETS TO SET THESE SALARIES. THE COMMITTEE USES THE CAREER AND COMPENSATION FRAMEWORK DESIGNED BY WILLIS TOWERS WATSON. THIS IS A MARKET-BASED APPROACH THAT IS ANCHORED IN MARKET COMPETITIVENESS AND CLOSELY CORRELATED WITH OUR ORGANIZATION'S SIZE AND GEOGRAPHIC LOCATION. FORM 990, PAGE 6, PART VI, LINE 19 JANI MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC DURING THE TAX YEAR UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN BENEFICIAL INTEREST 17,980 JUNIOR ACHIEVEMENT FOUNDATION 550 EAST WALLEN ROAD FORT WAYNE IN 46825 351458558 ENDOWMENT IN 501C3 12D NA true false true true false false false false false false false true false false true false false true false true JUNIOR ACHIEVEMENT FOUNDATION B 287929 CASH JUNIOR ACHIEVEMENT FOUNDATION C 392270 CASH JUNIOR ACHIEVEMENT FOUNDATION Q 143345 CASH